About Us

B&I PARTNERED PLANNING is a dedicated practice group of Brann & Isaacson, providing boutique estate and business planning services to families, businesses, and entrepreneurs throughout the State of Maine.

Our team is comprised of three B&I partners, supported by all members of our parent firm. We cover the full spectrum of estate and business planning services, and approach each matter with a collaborative style that’s reflected in our name. This alignment of insights and interests yields a personalized plan, developed for you. Our approach inspires creative solutions that meet your personal and business goals, preserving the values and assets that honor your legacy and heirs.